Kalynn RolandCRD Number: 5481422
Current Firm: Edward Jones
Kalynn Roland (CRD# 5481422) is an Investment Advisor Representative working at Edward Jones in Reidsville, NC and has over 10 years of experience in the finance industry.
Spartan Planning Group
Tarheel Advisors, LLC
Triad Financial Advisors, Inc.
|Edward Jones||St Louis, MO||Jan 2008 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)